How to Update Billing Information in Process Street

Updating your Billing Information is a Simple 2 Step Process

Step 1

Select the “Organization Settings” icon next to your Organization name in the top left of the screen. Then select the “Edit Organization Settings” option.

Step 2

Select the billing tab.

From the billing tab, you can easily update your billing and card details.

It may be necessary to update your billing information if your card expires, you lose your card or you want to switch the organization to a new card.

Remember, your card and billing is attached to your organization. If you are in an organization that is on the “Free” plan, you will not be able to see the card on file. Switch to the organization that you upgraded to view and change the billing information.